JNE Partners LLP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
JNE Partners LLP disclosed 7 US equity positions worth $240.7m in its Q4 2025 13F filing. The largest position was LLYVK at 40.5% of the reported book, followed by NIQ and LIBERTY BROADBAND CORP. Against the Q3 2025 filing, it opened 2 new positions, added to 1 and reduced 0 among the top 7 holdings.
What did JNE Partners LLP own in Q4 2025? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | LLYVK LIBERTY LIVE HOLDINGS INC | 40.5% | $97.6m | 1,173,090 | – | new | |
| 2 | NIQ NIQ GLOBAL INTELLIGENCE PLC | 22.6% | $54.3m | 3,294,924 | 244% | added | |
| 3 | LIBERTY BROADBAND CORP | 12.7% | $30.7m | 635,155 | 0% | held | |
| 4 | LIBERTY LIVE HOLDINGS INC | 12.5% | $30.0m | 368,121 | – | new | |
| 5 | BIO BIO RAD LABS INC | Healthcare | 11.6% | $27.9m | 92,100 | 0% | held |
| 6 | 8L8C LIBERTY BROADBAND CORP | 0.1% | $269.2k | 5,540 | 0% | held | |
| 7 | WALDENCAST PLC | 0.0% | $12.1k | 333,333 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.